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Neo.Tax

Platform for SME R&D tax credits

Enterprise Account Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • At least 8 years of enterprise software-as-a-service sales experience, with a demonstrated track record of closing complex, multi-stakeholder deals in the $100,000–$500,000+ annual recurring revenue range.
  • Experience selling into large enterprise or Fortune 2000 accounts, including navigating procurement, legal, and security review cycles.
  • Ability to engage credibly with C-suite and vice president-level buyers across Finance, Tax, and Engineering organizations.
  • Disciplined pipeline management and accurate forecasting, including articulating the state and strategy for every deal.
  • Ability to work autonomously and creatively in a high-growth, early-stage environment.
  • Strong written and verbal communication skills.

Responsibilities

  • Own a named account territory of enterprise and strategic prospects, focusing on Fortune 2000 companies with meaningful research and development investment profiles.
  • Drive full-cycle enterprise sales from prospecting and discovery through technical validation, champion development, legal and procurement processes, and close.
  • Build and execute multi-threaded account strategies across vice president of Tax, chief financial officer, and vice president of Engineering or chief technology officer stakeholders.
  • Develop and maintain a pipeline that supports consistent quarterly and annual quota attainment.
  • Conduct discovery to understand each prospect’s research and development investment profile, current study methodology, Section 174 exposure, and key performance indicators.
  • Articulate the company’s value proposition to tax and engineering stakeholders, tailoring the narrative to each stakeholder’s priorities.
  • Navigate complex procurement, legal, and security review cycles common in large enterprise environments.
  • Accurately forecast, build the pipeline, and maintain customer relationship management system records to support business planning and leadership visibility.
  • Provide competitive insights, buyer objections, and ideal customer profile refinements to product, marketing, and sales leadership.
  • Contribute to sales playbooks, messaging frameworks, and enablement materials as the team scales.
  • Represent the company at industry events, tax conferences, and partner forums.

Desired Qualifications

  • Background in tax technology, compliance software-as-a-service, fintech, or financial software sales.
  • Familiarity with enterprise corporate tax workflows, enterprise resource planning, or financial close solutions.
  • Experience selling to chief financial officers, vice presidents of Tax, or finance technology buyers.
  • Prior experience at a high-growth software-as-a-service company scaling from seed stage to Series B or beyond.
  • An existing network within the tax, accounting, or enterprise finance technology ecosystem.

About the Company

Neo.Tax

Platform for SME R&D tax credits

Neo.Tax helps small to mid-sized businesses claim Research and Development (R&D) tax credits. It offers a streamlined, user-friendly platform and guided support to navigate the complex tax credit application process, helping companies maximize eligible credits. The service uses a mix of platform fees and a success-based fee, meaning Neo.Tax earns a portion of the tax credits actually claimed for clients, aligning its revenue with client outcomes. The company differentiates itself by focusing specifically on R&D credits for SMBs that may lack in-house tax expertise, providing detailed guidance, and tying fees to successful claims. Its goal is to enable businesses to save on taxes and reinvest the savings into further innovation and growth.

Company size
11-50
Company stage
Series A
Total funding
$13M
Headquarters
Mountain View, CA
Founded
2019

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